Citable filing context
SW's research view summarizes recent SEC filing context, starting with earnings from Jul 29, 2026.
| Filed | Item | Context |
|---|---|---|
| Jul 29, 2026 | earnings | Smurfit Westrock reported Q2 2026 net sales of $8.031 billion and net income of $88 million. |
| May 1, 2026 | other | Smurfit Westrock plc shareholders approved all proposals, including director elections, at the 2026 annual general meeting. |
| Apr 30, 2026 | earnings | Smurfit Westrock reported Q1 2026 net sales of $7,712 million and net income of $63 million. |
| Jul 29, 2026 | Guidance: Adjusted EBITDA | 4900.00 to 5100.00 |
| Jul 29, 2026 | Guidance: Adjusted EBITDA | not reported to 1300.00 |
| Apr 30, 2026 | Guidance: adjusted_ebitda | 1100.00 to 1200.00 |
| Jul 31, 2026 | mda_quarterly | Smurfit Westrock, a global manufacturer of paper-based packaging, reported net sales of $8,031 million for the second quarter of 2026, a slight increase from $7,940 million in the prior-year period. This growth was driven by favorable foreign currency impacts, which offset a lower selling price mix. For the six-month period, net sales reached $15,743 million, though performance was hampered by lower volumes and pricing pressures. Profitability faced headwinds from increased operating costs, including higher freight, energy, and depreciation expenses, alongside accelerated depreciation from machine closures and adverse weather impacts in the first quarter. These were partially mitigated by lower raw material costs and reduced restructuring and integration expenses compared to 2025. Adjusted EBITDA for the six months ended June 30, 2026, declined to $2,216 million from $2,465 million. The North America segment experienced significant margin pressure due to higher freight costs and downtime, while the Europe, MEA, and APAC segment benefited from lower raw material and energy costs. The company maintains strong liquidity, with $5,239 million in available cash and undrawn facilities. Management continues to navigate cyclical industry demand, which remains closely tied to industrial production, e-commerce growth, and the ongoing shift toward sustainable, paper-based packaging solutions. |
| May 1, 2026 | mda_quarterly | Smurfit Westrock reported net sales of $7,712 million for the first quarter of 2026, a slight increase from $7,656 million in the prior-year period, driven by favorable foreign currency impacts that offset lower sales volumes. Net income attributable to common shareholders fell significantly to $65 million from $384 million, pressured by higher costs of goods sold, which included $70 million in accelerated depreciation for machine closures, $74 million in economic downtime, and $65 million in adverse weather-related expenses. Performance varied by segment. The North America segment, the company’s largest, saw Adjusted EBITDA decline to $597 million from $785 million, hampered by lower volumes and operational headwinds. Conversely, the Europe, MEA, and APAC segment reported an increase in Adjusted EBITDA to $421 million, benefiting from lower energy costs and currency tailwinds. The LATAM segment experienced a minor contraction in Adjusted EBITDA to $109 million due to rising raw material and energy costs. Liquidity remains robust, with $5,337 million in available liquidity, including $674 million in cash and $4,663 million in undrawn committed facilities. Total debt increased to $14,255 million, while capital expenditures reached $624 million. The company continues to utilize receivables monetization and supply chain financing programs to manage working capital. |
Source: SEC EDGAR filing text and events; period Jul 29, 2026; filed Jul 29, 2026.
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